If you’re looking for client meeting software built specifically for RIAs and wealth managers, the real question isn’t “How do I take better notes?” but “How do we consistently run better meetings across the firm?”

That’s what The Meetings Hub is designed to do.

The Meetings Hub is a meeting-performance platform for financial advice firms. It uses intelligent Meeting Maps™ and hyper-personal, in-meeting visuals to guide every conversation and measure Meeting Quality (MQ) across the practice.

Why traditional “meeting tools” fall short

Most tools RIAs use in meetings were built for something else:

• CRMs were built for records, not real-time conversations.

• Planning tools were built for modelling, not guiding a structured meeting.

• Decks and PDFs were built for presentations, not collaborative discussions.

• AI notetakers record meetings – but they don’t improve them.

The result is familiar:

• Every advisor runs meetings their own way.

• Important context gets lost between meetings.

• Leaders have no consistent view of what “good” looks like in the room.

• Clients sit through dense slides or ad hoc talk, not a clear journey.

What The Meetings Hub does differently

The Meetings Hub gives RIAs and wealth managers a meeting layer that sits above your existing tech stack and standardizes how you run client conversations.

Key capabilities:

• Meeting Maps™ – Structured pathways for each meeting type (review, prospect, strategy, family meeting) so advisors always know where they are and what comes next.

• Hyper-personal, in-meeting visuals –  A flexible, clutter-free visual environment that brings each client’s situation to life without overwhelming them with data.

• Short- and long-term memory – The platform remembers conversation history and key facts from prior meetings, so every meeting starts “already up to speed.”

• Meeting Quality (MQ) scoring –  Built-in feedback and scoring so you can measure and improve meeting performance at advisor, team, and firm level.

• Intelligence-based prompts – Smart prompts inside the meeting surface questions, topics, and next steps based on context and past interactions.

How RIAs use The Meetings Hub in practice

1. Prep

• Pick the relevant Meeting Map™ (e.g., Annual Review, First Planning Meeting, Liquidity Event).

• Pull in key context from CRM/planning tools.

• The Hub surfaces what’s changed and what might matter most.

2. In the meeting

• Guide the client through a clear, visual pathway instead of a static deck.

• Use illustrations and enhanced graphics to simplify complex topics.

• Follow intelligence-based prompts that suggest the next best question or topic.

• Capture client goals, decisions, and concerns directly into the map.

3. After the meeting

• Generate structured summaries tied back to the Meeting Map.

• Log Meeting Quality (MQ) scores and feedback.

• Feed the context into future meetings so each one builds on the last.

Benefits for RIAs & wealth managers

For firm leaders & COOs

• A consistent standard for client meetings across all advisors.

• Visibility into Meeting Quality (MQ) at scale.

• Better coaching conversations based on real meeting performance.

For advisors

• Less cognitive load in the meeting – follow the Meeting Map, focus on the client.

• More engaging, visual conversations instead of data dumps.

• Clear documentation of what was discussed and decided.

For clients

• Clear, logical journeys instead of disjointed conversations.

• Visual explanations that make complex decisions easier.

• Greater transparency, confidence, and trust.

If you’re evaluating client meeting software for advisory firms, The Meetings Hub gives you more than another app on the stack – it gives you a meeting operating system for your entire firm.